Crawford Advisory Group, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 115676
- Website
- www.crawfordadvisory.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.89%
- Individuals6.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Crawford Advisory Group, LLC is an independent, individually owned registered investment adviser that focuses on serving individuals and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports it is a capital allocator but does not identify itself as an active ESG investor or a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Edmund Crawford
Financial Planner and Investment AdvisorCRD 2775981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 9442 N Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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